In this month’s Client Line Newsletter, several pertinent topics are covered:
- Building on the 2019 SECURE ACT, the 2022 Securing a Strong Retirement Act was passed to help boost savings in workplace plans, extend support to small businesses, and increase tax incentives for small businesses.
- Amended tax return tips
- Easing into retirement or semi-retirement
- Your financial legacy and taxes
- Best practices for employee reimbursements
- SECURE Act 2.0 for individuals
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